The frenzy of AI deals and cloud partnerships reached another zenith Tuesday morning as Microsoft, Nvidia, and Anthropic announced a surprise alliance that includes a $5 billion investment by Microsoft in Anthropic — which in turn committed to spend at least $30 billion on Microsoft’s Azure cloud platform.
Nvidia, meanwhile, committed to invest up to $10 billion in Anthropic to ensure the Claude maker’s frontier models are optimized for its next-generation Grace Blackwell and Vera Rubin chips.
The deal reflects growing by major AI players to collaborate across the tech industry. Microsoft recently renegotiated its partnership in OpenAI and has been increasingly partnering with others in the industry.
Anthropic has been closely tied to Amazon, which has committed to invest a total of $8 billion in the startup. Anthropic says in a post that Amazon remains its “primary cloud provider and training partner” for AI models. We’ve contacted Amazon for comment on the news.
The announcement comes as Microsoft holds its big Ignite conference in San Francisco.
